Reports and methods to find financial information
ezyVet has dedicated reports and related methods that you can use to find and show financial information.
This table gives the reports and methods:
| I want to | Reports and related methods to use |
|---|---|
| Show the end-of-month revenue of your organization. | Use the Invoice Revenue By Group report. |
Show:
| Use the Performance Summary report. |
| Show the total revenue of each veterinarian of a specified period. | Use the Staff Sales report. |
| Show the total revenue of a specified period. | Use the Payment Summary report. |
| Show the invoices of each day of each client. | Use the Invoice Revenue By Group report and:
|
Show:
| Use the Invoice Lines report. The report can show:
If you export the report data to Microsoft Excel format, you can use Excel's data sort tools to show different types of information. |
| Find unapproved invoices. | Refer to Find unapproved invoices (invoicing screen method) or Find unapproved invoices (Records dashboard tab method). |
| Show a list of products that clients bought. | Use the Invoice Revenue By Group report. Set Group By to Date (Day) and set Sub Group By to Invoice. |
| Use the Invoice Lines report but do not select a client in the Client box. Use Microsoft Excel format to export the report. Then, use Excel's data sort tools to show the products that each applicable client bought. | |
| Find which clients bought a product. | Refer to: |
| Find invoices of wellness plan memberships. | Refer to Find invoices of wellness plan memberships. |
| Show a list of client refunds. | Refer to Show a list of client refunds. |
| Find invoices that have the not ready for billing (NRB) condition. | Refer to: |